Latest From the Blog

Leigh Russell Leigh Russell

The New Math on Inheriting Your Parent's House

Deciding what to do with a family property is often both an emotional and financial decision, but the rising costs of renovations, property taxes and utilities are making it harder for adult children to hold on to the real estate…

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Leigh Russell Leigh Russell

Congress Ended a Tax Break. How That May Help Higher Earners.

Many retirement savers are furious about a law that took effect in January, and at first glance it’s easy to see why.

The provision, enacted in late 2022, denies a key tax deduction to workers aged 50 and older who had $145,000 or more in wages the prior year. They’ll no longer be able to put “catch-up” contributions into traditional 401(k) or similar plans…

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Leigh Russell Leigh Russell

When It Pays to Hire a Tax Pro

Despite how easy commercial tax software has made it to file by yourself, the growing complexity of tax filing is convincing more Americans to pay someone for help.

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